Additional Year-End Considerations for Same-Sex Couples
In compiling my year-end checklist, I couldn’t help but think about those same-sex couples whose lives have changed this year because of the Windsor case. And because of this new…
Category: Estate Planning
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Five Foundational Elements of a Financial Plan
Now that I’ve finally discussed insurance planning, I have touched on all of the foundational elements of a comprehensive financial plan. And since I have scattered my choice of money… -
Starting your Estate Plan in Three Steps
Estate planning may intimidate many of you because it causes you to face your mortality. The vast array of documents and legal advice may also contribute to some of your… -
An Introduction to Estate Planning
Whether you choose to marry or not, no one can avoid the fact that you need to pay attention to the financial and legal benefits that affect your relationship. And…